Managing an Internally Managed Prof

As Internally Managed Profiles are managed by the organisation, there are some key differences compared to a vendor-managed profile.

The following vendor details tabs are currently available for Internally Managed Profiles:

• Details
• Services
• Contracts
• Interactions
• Documents
• Payment Details

The following tabs are not available currently:

• Questionnaire
• Compliance Documents
• Job History
• Re-Qualification History
• Vendor Questionnaire
  
  

Addtional functionality is being delivered progressively. New features will be added to those listed above per existing plans, and in response to client feedback.

As there is no vendor involvement for Internally Managed Profiles, the organisation can directly add and update information normally maintained by the vendor. Please see below for more details on how to edit this information.

To edit a profile, you will either need to be the creator of the profile or have permission to edit all Internally Managed Profiles If this has not been set up, contact your administrator.

Details

On the Details tab, basic vendor details like Business Details and Company Contact Details can be edited directly. To edit these sections:

1. Click the edit icon on the relevant section.
2. Update the required fields. Please note, for Business Details, only the Business Name is editable.
3. Click the save button to confirm changes.
   
   

The profile can be edited at any time, including while it is pending approval. 

All other sections are editable for either internal or vendor managed profiles, including:

• Invite Justification
• Vendor Tags
• Vendor Summary
• External ID

See Understanding the vendor profile for more information on these sections and how to edit them.

Payment Details

If the Payment Details feature is enabled for your organisation, users can add or edit details directly for Internally Managed Profiles. 

Users require additional permissions to add/edit or validate payment details for Internally Managed Profiles. If you require new or updated permissions, contact your administrator.

To add payment details:

1. Navigate to the Payment Details tab.
2. At the top right of the page, click ‘add details’.
3. Select the payment type and enter the required financial and contact details. You can select from account types including:
   • EFT (local electronic funds transfer)
   • BPAY (Australia and New Zealand only)
   • SWIFT-BIC
   • IBAN
   • Click ‘Create’ to submit the details

Payment details can be edited by either clicking the ‘Edit details’ in the ‘…’ menu, or clicking the ‘Update details’  from the view page. From this point the process is the same as adding payment details above. 

Once payment details are successfully added or edited, they will move to the ‘Pending Approval’ Status and approvers will be notified immediately.

Efsture validation is currently not supported for Internally Managed Profiles. Payment details entered for these profiles will follow the manual approval process. 

For more information on managing other vendor details tabs see Understanding the vendor profile.